See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,239 | $59,417-54.2% | $93,606-70.9% | $74,495-63.4% |
| Participation rate | 87.8% | 59.7%+28.1pp | 68.7%+19.1pp | 67.2%+20.6pp |
| Annual return | 15.59% | 81.83%-66.2pp | 133.20%-117.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $823 | $1,264-34.8% | $2,420-66.0% | $2,623-68.6% |
| Participant deferral / active EE | $2,245 | $3,050-26.4% | $4,411-49.1% | $4,346-48.3% |
| Admin fee / account holder | $3 | $3,021-99.9% | $8,285-100.0% | $1,942-99.9% |